Summit Talks by BNP Paribas

Summit Talks: U.S. and the Economic Outlook - Episode 1 (2026)

21 min · 9 de mar de 2026
Portada del episodio Summit Talks: U.S. and the Economic Outlook - Episode 1 (2026)

Descripción

In this first episode of Summit Talks: U.S. and the Economic Outlook, BNP Paribas' experts; James Egelhof, Chief U.S. Economist, Chad Ramey, Head of Government and Regulatory Affairs, Calvin Tse, Head: U.S. Strategy and Economics, and Heather Orrico, Head of FICC Sales Americas, breakdown the U.S. economic outlook for 2026 and what it means for investors, business leaders, and markets for the year ahead. We explore the unfolding situation in the Middle-East, the impact of the new Fed Chair on the interest rate outlook for 2026, as well as U.S. inflation expectations, and our expert's views on where the U.S. economy is heading next. If you’re looking for expert analysis on the U.S. economy, Fed policy, and the latest financial market dynamics, this episode delivers actionable insights. Hosted on Ausha. See ausha.co/privacy-policy [https://ausha.co/privacy-policy] for more information.

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6 episodios

episode Summit Talks | M&A, Private Credit, and Capital Markets - Episode 3 (2026) artwork

Summit Talks | M&A, Private Credit, and Capital Markets - Episode 3 (2026)

After a turbulent period for deal making, are global M&A markets poised for a sustained recovery, or facing new headwinds?   In this episode of Summit Talks, Vanessa Dager, Head of M&A Advisory, BNP Paribas and Adrian Docherty, Head of Bank Advisory, BNP Paribas explore the outlook for mergers and acquisitions following a busy second half of 2025, the rise of mega deals, and the impact of recent geopolitical risks. Our discussion examines how recent equity market repricing - particularly in technology and the information economy - could reshape acquisition opportunities and valuations in the year ahead.   We also look at how artificial intelligence is beginning to influence the M&A process itself, from data-driven target analysis to more sophisticated due diligence and strategic decision making.   Finally, our speakers discuss the evolving dynamics in private credit markets, recent volatility, and the broader macroeconomic factors - from geopolitical tensions to inflation and interest rates - that could shape capital availability, borrower risk, and deal activity going forward.   Join us as our banking advisory experts unpack the key forces shaping private credit, capital markets, and the future of global dealmaking. Hosted on Ausha. See ausha.co/privacy-policy [https://ausha.co/privacy-policy] for more information.

16 de mar de 202622 min
episode Summit Talks | AI and the Economy of Tomorrow - Episode 2 (2026) artwork

Summit Talks | AI and the Economy of Tomorrow - Episode 2 (2026)

Artificial intelligence is rapidly moving from experimentation to economic infrastructure. But as adoption accelerates, what will the real-world impact look like over the next few years?   In this episode of Summit Talks, Barbara Nash, Co-Head of TMT Corporate & Institutional Banking and Head of Technology, Media & Telecommunications Coverage, BNP Paribas and Bradley Anderson, Head of Corporate IQ, BNP Paribas explore how generative AI is reshaping the global economy and what it means for businesses, investors, and policymakers. Looking ahead in 2026, our guests consider whether AI will drive a new wave of productivity and growth - or whether structural challenges could slow its economic promise.   We discuss which sectors are likely to experience the most profound change, how AI may reshape employment and skill demands, and the growing infrastructure requirements - from data and compute to energy - that are redefining the economics of AI development. Also, Rich Cosgray, Senior Vice President of Capital Markets at Vantage Data Centers, offers a client’s perspective on the summit so far.   Tune in as our AI experts unpack the opportunities, risks, and strategic implications of one of the most significant technological shifts of our time. Hosted on Ausha. See ausha.co/privacy-policy [https://ausha.co/privacy-policy] for more information.

11 de mar de 202621 min
episode Summit Talks: U.S. and the Economic Outlook - Episode 1 (2026) artwork

Summit Talks: U.S. and the Economic Outlook - Episode 1 (2026)

In this first episode of Summit Talks: U.S. and the Economic Outlook, BNP Paribas' experts; James Egelhof, Chief U.S. Economist, Chad Ramey, Head of Government and Regulatory Affairs, Calvin Tse, Head: U.S. Strategy and Economics, and Heather Orrico, Head of FICC Sales Americas, breakdown the U.S. economic outlook for 2026 and what it means for investors, business leaders, and markets for the year ahead. We explore the unfolding situation in the Middle-East, the impact of the new Fed Chair on the interest rate outlook for 2026, as well as U.S. inflation expectations, and our expert's views on where the U.S. economy is heading next. If you’re looking for expert analysis on the U.S. economy, Fed policy, and the latest financial market dynamics, this episode delivers actionable insights. Hosted on Ausha. See ausha.co/privacy-policy [https://ausha.co/privacy-policy] for more information.

9 de mar de 202621 min